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| Provider | Service type | Compensation |
|---|---|---|
ANCHOR CAPITAL ADVISORS LLC1+ years Service code 28 · EIN 20-4669888 | Investment Management | $50,323 |
WAGNER & ZWERMAN LLP1+ years Filed as: WAGNER BOWMAN MANAGEMENT CORP Service code 28 · EIN 52-1470972 | Investment Management | $45,142 |
WITHUMSMITH+BROWN, PC1+ years Filed as: DEUTSCHE BANK ALEX BROWN Service code 19 · EIN 52-1349876 | Securities Custodian | $31,264 |
WEYRICH, CRONIN & SORRA, LLC1+ years Filed as: WEYRICH, CRONIN & SORRA, CHARTERED Service code 10 · EIN 52-1162023 | Accounting | $15,127 |
ABATO, RUBENSTEIN & ABATO1+ years Filed as: ABATO, RUBENSTEIN AND ABATO, PA Service code 29 · EIN 52-0904713 | Legal | $14,127 |
ULLICO1+ years Filed as: ULLICO CASUALTY GROUP Service code 23 1652 EYE STREET · WASHINGTON, DC 20006 | Insurance services | $11,762 |
BENEFIT ADMINISTRATION, INC.1+ years Filed as: BENEFIT ADMINISTRATION CORPORATION, Service code 13 · EIN 52-1139156 | Contract Administrator | $7,749 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA Service code 21 100 NORTH TRYON STREET · CHARLOTTE, NC 28255 | Bank Trustee | $6,302 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,129 | $72,770-65.5% | $67,652-62.9% | $55,191-54.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 69.2%+30.8pp |
| Annual return | -2.58% | -3.26%+0.7pp | 6625.40%-6628.0pp | 10.78%-13.4pp |
| Employer contribution / active EE | $1,044 | $1,769-41.0% | $2,266-53.9% | $1,899-45.0% |
| Participant deferral / active EE | $0 | $3,408-100.0% | $3,560-100.0% | $3,046-100.0% |
| Admin fee / account holder | $248 | $79+215.0% | $4,821-94.9% | $91+173.5% |